| 8/27/2024 | Dana Investment Advisors Inc. | 41,533 | $1.81M | 0.1% | N/A | 0.620% | |
| 8/16/2024 | Creative Planning | 6,442 | $280K | 0.0% | N/A | 0.096% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 113,485 | $4.93M | 0.0% | +9.8% | 1.694% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 24,586 | $1.07M | 0.1% | +50.2% | 0.367% | |
| 8/7/2024 | Fiduciary Planning LLC | 161,803 | $7.04M | 2.5% | N/A | 2.415% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 9,342 | $406K | 0.0% | N/A | 0.139% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 353,240 | $15.36M | 0.0% | +34.7% | 5.272% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 14,336 | $623K | 0.0% | N/A | 0.214% | |
| 7/30/2024 | New Covenant Trust Company N.A. | 41,170 | $1.79M | 2.0% | N/A | 0.614% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 5,674 | $247K | 0.0% | +4.6% | 0.085% | |
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| 7/26/2024 | Harbour Investments Inc. | 80,322 | $3.49M | 0.1% | +6,730.1% | 1.199% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 23,284 | $1.01M | 0.0% | +50.7% | 0.348% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,069 | $438K | 0.1% | +13.9% | 0.150% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 69,186 | $3.01M | 0.0% | +97.7% | 1.033% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 24,629 | $1.07M | 0.0% | +15.3% | 0.368% | |
| 6/4/2024 | Tactive Advisors LLC | 54,564 | $2.28M | 1.2% | N/A | 0.814% | |
| 5/14/2024 | EP Wealth Advisors LLC | 2,600 | $109K | 0.0% | N/A | 0.039% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 559,379 | $23.35M | 1.9% | -2.1% | 8.349% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,362 | $892K | 0.0% | +4.2% | 0.330% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 16,034 | $669K | 0.0% | -89.8% | 0.247% | |
| 4/30/2024 | Hartline Investment Corp | 8,839 | $369K | 0.1% | N/A | 0.136% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 262,149 | $10.95M | 0.0% | +11.1% | 4.046% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 16,300 | $589K | 0.0% | +66.5% | 0.836% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 20,501 | $742K | 0.0% | N/A | 1.051% | |
| 2/6/2024 | Avidian Wealth Solutions LLC | 157,114 | $5.69M | 0.3% | N/A | 8.057% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 7,918 | $287K | 0.0% | -3.9% | 0.406% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 32,419 | $1.17M | 0.0% | N/A | 1.663% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 6,239 | $226K | 0.0% | N/A | 0.320% | |
| 1/31/2024 | Beaumont Financial Advisors LLC | 571,640 | $20.69M | 1.9% | N/A | 29.315% | |
| 1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 7,824 | $283K | 0.1% | N/A | 0.401% | |
| 11/13/2023 | Kestra Advisory Services LLC | 87,704 | $2.85M | 0.0% | +29.0% | 4.498% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 8,237 | $267K | 0.0% | -22.4% | 0.422% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 23,903 | $776K | 0.0% | -10.3% | 1.226% | |
| 8/11/2023 | Kestra Advisory Services LLC | 67,973 | $2.28M | 0.0% | +9.3% | 3.486% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 2,957 | $91K | 0.0% | N/A | 0.152% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 23,339 | $679K | 0.0% | +6.0% | 0.000% | |
| 2/1/2023 | Kestra Private Wealth Services LLC | 10,330 | $301K | 0.0% | -23.3% | 0.000% | |
| 1/31/2023 | Kestra Advisory Services LLC | 61,957 | $1.80M | 0.0% | +31.5% | 0.000% | |
| 11/1/2022 | Kestra Advisory Services LLC | 47,098 | $1.23M | 0.0% | N/A | 0.000% | |
| 8/15/2022 | Kestra Private Wealth Services LLC | 13,469 | $361K | 0.0% | +2.8% | 0.000% | |
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| 8/2/2022 | Avantax Advisory Services Inc. | 12,058 | $323K | 0.0% | +34.7% | 0.000% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 10,489 | $281K | 0.0% | +25.3% | 0.000% | |
| 5/26/2022 | Kestra Private Wealth Services LLC | 13,097 | $399K | 0.0% | -8.3% | 0.000% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 8,372 | $255K | 0.0% | -84.1% | 0.000% | |
| 4/27/2022 | Avantax Advisory Services Inc. | 8,951 | $270K | 0.0% | N/A | 0.000% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 52,684 | $1.56M | 0.0% | +257.5% | 0.000% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 14,735 | $419K | 0.0% | N/A | 0.000% | |
| 10/21/2021 | Kestra Private Wealth Services LLC | 14,382 | $410K | 0.0% | +2.5% | 0.000% | |
| 8/12/2021 | Advisory Services Network LLC | 2,635 | $77K | 0.0% | N/A | 0.000% | |
| 8/11/2021 | Susquehanna International Group LLP | 10,181 | $297K | 0.0% | +11.4% | 0.000% | |
| 8/1/2021 | Kestra Private Wealth Services LLC | 14,027 | $410K | 0.0% | +51.0% | 0.000% | |
| 5/18/2021 | Citadel Advisors LLC | 18,380 | $507K | 0.0% | N/A | 0.000% | |
| 5/11/2021 | Kestra Private Wealth Services LLC | 9,292 | $256K | 0.0% | N/A | 0.000% | |
| 5/3/2021 | Calton & Associates Inc. | 7,755 | $214K | 0.0% | N/A | 0.000% | |
